A sales pipeline is a visual representation of where every prospect is in your sales process. Without one, deals fall through the cracks, follow-ups get missed, and you have no reliable way to forecast revenue.
DoubleScale includes a full Kanban-style sales pipeline built directly into its CRM module. Since it shares the same database as your contacts, email history, and automation engine, you can automate deal creation, move deals based on contact behaviour, and trigger follow-up sequences based on deal stage — all in one place.
Setting Up Your Sales Pipeline
Step 1: Create a Pipeline
- Go to DoubleScale → Sales → Pipelines → New Pipeline
- Name it (e.g., Main Sales, Enterprise, Agency Clients)
- Set a default currency
Step 2: Define Pipeline Stages
- Lead — Initial contact, not yet qualified (10% win probability)
- Qualified — Discovery call completed, budget confirmed (30%)
- Proposal Sent — Written proposal delivered (50%)
- Negotiation — Active back-and-forth on terms (70%)
- Closed Won — Deal signed and payment received (100%)
- Closed Lost — Deal not proceeded with (0%)
Step 3: Add Deals
- Manually: Open a contact and click Add Deal
- From the board: Click + Add Deal in any stage column
- Automatically: Use the Create Deal action in any automation
Automating Your Sales Pipeline
Auto-Create Deals from Form Submissions
Trigger: Form Submitted (Request a Quote form) → Create Contact → Create Deal (pipeline: Main Sales, stage: Lead) → Email: immediate acknowledgement → Notify Team.
Auto-Move Deals Based on Behaviour
Trigger: Email Link Clicked (contact clicked pricing page link in proposal email) → Update Deal Stage to Negotiation → Notify Owner: “Hot lead! Just visited pricing page — follow up now.”
Automated Follow-Up per Stage
Trigger: Deal Stage Changed to Proposal Sent → Wait 3 days → If still in Proposal Sent: Email follow-up → Wait 4 days → SMS: “Any questions about the proposal?” → Wait 7 days → Final email: “Is this still a priority?”
Pipeline Reporting
- Pipeline value: Total value of all open deals
- Weighted pipeline: Total adjusted by stage win probabilities (more realistic forecast)
- Win rate: Percentage of deals marked Closed Won
- Average deal size: Useful for identifying upsell opportunities
- Average sales cycle: Days from creation to close
- Stage conversion rates: Percentage of deals moving stage to stage
Best Practices
- Set a maximum “stale” time per stage — deals idle too long should trigger an alert
- Always assign an owner to every deal
- Log calls and meetings manually in the contact timeline
- Review the pipeline weekly in a 15-minute team meeting
- Close lost deals quickly to keep your metrics accurate
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